NiSource: Political Noise Creates Opportunity (NYSE:NI)

Group 1 - NiSource shares have increased by approximately 14% over the past year due to rising optimism regarding data center electricity demand [1] - Currently, NiSource shares are down nearly 10% from their recent highs, primarily due to escalating political risks [1] Group 2 - The company has a history of making contrarian bets based on macro views and stock-specific turnaround stories to achieve outsized returns with a favorable risk/reward profile [1]